علي دغمان

Developed investor materials including the annual shareholder letter, performance reviews, and monthly reporting packs, ensuring consistency, and alignment with strategic goals
Digitized investor operations by onboarding and customizing a cap table platform, improving accuracy and reducing manual inefficiencies to strengthen investors relationship management
Supported business development outreach to regional VCs, fintechs, and banks, contributing to fundraising readiness, investment visibility, and business growth

Developed a high-performing investment portfolio, raising £11 million in the first month through comprehensive market research, competitor analysis, and targeted investor outreach
Supported financial advisers in optimizing client portfolios by analyzing financial metrics and market trends,
leading to more tailored investment strategies and improved client satisfaction
Presented and communicated complex financial insights to stakeholders, enhancing decision-making through clear and concise reporting that drove growth across diverse portfolios

• Onboarded 50 financial advisory firms to a FinTech platform, driving full-scale digital transformation and reducing onboarding time by 30%
• Developed tools and training for advisers, boosting client portfolio management efficiency by 25% and increasing business submissions by 18%
• Created and implemented an operational efficiency plan adopted by all consultants, significantly improving workflow and increasing contribution to client success and business growth
• Designed and launched financial literacy programs adopted by 20 schools, educating over 1, 000 students on essential financial principles for my CSR project

Implemented QuickBooks for comprehensive financial management, overseeing chart of accounts setup, financial reporting, and bookkeeping tasks
Developed financial analyses and reports to support key managerial decisions, contributing an increase in volunteer participation